CAPTIAL ADVISOR NETWORK
B54
CRD 297578·SEC 801-123345·LAFAYETTE, IN
AUM
$124.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$373K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $101.1M
'23 · $101.1M
'25 · $99.5M
'26 · $124.5M
'22'26
$101.1M → $124.5M▲ +23%
Operations
Advisory staff (5-yr trend)
'22 · 11 advisors
'23 · 11 advisors
'25 · 6 advisors
'26 · 9 advisors
'22'26
11 advisors → 9 advisors▼ -18%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Lafayette Bank and Trust CompanyLafayette, IN
Lafayette Bank and Trust CompanyLafayette, IN
Soi Zip Distribution
Stub 1
| AGI | 73,938 |
| Returns | 6,060 |
Stub 2
| AGI | 203,477 |
| Returns | 5,460 |
Stub 3
| AGI | 207,869 |
| Returns | 3,400 |